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Independent Wealth Network’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Independent Wealth Network’s Portfolio IMCG Stock Details IMCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$253K Buy
+2,571
New +$232K 0.06% 272
2025
Q3 		– Sell
-2,634
Closed -$211K – 285
2025
Q2 		$211K Sell
2,634
-999
-27% -$74.3K 0.08% 241
2025
Q1 		$259K Buy
3,633
+852
+31% +$64.9K 0.1% 193
2024
Q4 		$210K Buy
+2,781
New +$213K 0.09% 221

Other funds holding IMCG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RWM
RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Independent Wealth Network's IMCG Position: Q2 2026 in Review

Independent Wealth Network opened a new position in iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2026: 2,571 shares worth $253K. The stake represents 0.06% of the portfolio and ranks #272 among its holdings. This is a return to the name: Independent Wealth Network previously reported a position in IMCG as recently as Q2 2025.

Independent Wealth Network first reported a position in IMCG in Q4 2024 and has held it in 4 quarters since. The position peaked at $259K in Q1 2025. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

  • Independent Wealth Network held 2,571 shares of iShares Morningstar Mid-Cap Growth ETF worth $253K as of Q2 2026.
  • iShares Morningstar Mid-Cap Growth ETF was a new Independent Wealth Network position in Q2 2026.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.06% of Independent Wealth Network's portfolio in Q2 2026, its #272 holding.
  • Independent Wealth Network first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 4 quarters since.
  • Independent Wealth Network's iShares Morningstar Mid-Cap Growth ETF position peaked at $259K in Q1 2025.
  • 423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.